Book the $750 Money Leak Report.
We audit the last 30 days of your project inbox for missed estimate follow-ups, stale invoices, buried change-order triggers, aging RFIs, and project issues that need an owner decision.
This form starts the booking process. We confirm fit, scope, and access first; payment and inbox access come later by separate scope and payment link. The $750 diagnostic covers a 30-day project inbox lookback, source-cited report, and walkthrough. You keep the report either way. If it flags a worthwhile workflow, Month 1 of the Ops Desk works that one workflow daily before anything expands.
Jump to request formWhat the report covers
Dollars-at-risk signals
Invoices past due, quotes that went quiet, and possible change-order conditions flagged for owner review. No finding is treated as guaranteed billable or collectible.
Open project risk
RFIs, submittals, client questions, and internal handoffs that have aged without a clear next action.
Source-cited findings
Every finding points back to the email subject, date, and context so you can verify it before acting.
One workflow recommendation
The report ends with the first workflow the retainer should work daily. No broad automation promise.
Scope guardrails
- Full diagnostic access is read-only and scoped to the project inbox, export, shared inbox, or label you approve.
- No accounting system, bank, payroll, or final-send authority.
- NDA/DPA and E&O/cyber certificate are handled before full inbox access.
Not ready for inbox access?
The $250 Scoping Deposit is the lower-access fallback. You send representative redacted sample threads after NDA-lite and redaction guidance; we deliver a short leak preview. If you upgrade within 30 days, the $250 credits toward the full $750 Money Leak Report.